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港股午評:恒指大升2.36%盤中重回萬七關口 科技、金融領升大市

格隆匯4月2日丨復活節假期後,港股開市迎來大升行情,上午盤三大指數跳空高開盤中均升超2.8%,截止午間收盤,恒指升2.36%盤中重上萬七關口,國指、恒生科技指數分別上升2.62%及2.37%,市場情緒高升。

盤面上,大型科技股、大金融股、中字頭股等權重集體拉昇,SU7鎖單達4萬輛,小米大升12%表現搶眼,中國平安、建設銀行、中信建投等行業龍頭齊升;地緣政治緊張,黃金股、石油股等避險資產強勢,中國海洋石油再創歷史新高;復活節假期入境香港旅客49.8萬人次,節假日概念股走勢活躍,澳門3月賭收大致符預期,濠賭股全線上升。另一方面,國內零售股、電池股、生物科技股部分走低,天能動力績後大跌超11%。

板塊方面

國際金價再創新高,黃金股集體走強,紫金礦業續刷歷史新高。金價創紀錄新高,帶動港股黃金股集體走強。 美國通脹數字温和,美聯儲減息可能性升温,紐約現貨金價仍創下紀錄新高,昨日現貨金高見每盎司2265.651美元的紀錄高位。

銅業股走高,萬國國際礦業升超11%創新高。消息上,今年以來,全球銅價持續走高,倫敦銅升破9000美元/噸關口後繼續走高,最高達9164.5美元后出現小幅震盪,創2023年4月中旬以來新高。 英偉達GTC大會引爆的不僅僅是AI芯片市場,芯片上採用的銅纜產品也受到熱議。據黃仁勛介紹,GB200採用72個Blackwell GPU全互連的NVLink技術,擁有超過2英里的NVLink銅纜,展現了銅纜連接在高性能計算領域的巨大潛力。 此外,高盛分析師Nicholas Snowdon和Lavinia Forcellese在報吿中指出,銅將在二季度出現25萬噸供應缺口,2024年下半年銅將出現45萬噸供應缺口,到年底銅將升至每噸10000美元。

濠賭股集體走強,澳門3月幸運博彩毛收入同比增53.1%。消息面上,澳門博彩監察協調局昨日公佈,今年3月幸運博彩毛收入195.03億澳門元,同比增長53.1%,為連續15個月錄得同比增長,環比增長5.5%。今年1-3月份幸運博彩毛收入573.26億澳門元,同比增長65.5%。

個股方面

擬派特別息,華晨中國暴升30%創近6年新高。消息面上,華晨中國宣佈將於4月15日召開董事會會議,考慮派發特別股息。該公司去年股東應占盈利77.35億元人民幣,同比增長8.23%。

賽生藥業復牌大升11%,獲Silver Pegasus溢價約17.21%提私有化。消息上,賽生藥業日前公佈,Silver Pegasus Investment建議以協議安排方式私有化及撤銷公司上市地位。每股作價18.8元,較停牌前收市價16.04元溢價約17.21%。此外,根據購股權激勵計劃,如悉數行使目標購股權會導致發行5,442.1萬股新股份,佔公司擴大後股本約7.98%。

遭剔出港股通,山東墨龍暴跌33%創逾3年新低。消息面上,上交所公吿,滬港通下港股通標的名單發生調整,並自2024年4月2日起生效,調出山東墨龍。

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